See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,606 | $176,056+2.0% | $159,436+12.7% | $167,490+7.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 12.20% | 331.75%-319.5pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,884 | $5,297+11.1% | $4,829+21.8% | $4,837+21.6% |
| Participant deferral / active EE | $13,129 | $7,750+69.4% | $7,352+78.6% | $6,341+107.0% |
| Admin fee / account holder | $4,258 | $12,554-66.1% | $10,799-60.6% | $12,309-65.4% |